See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,793 | $102,317+133.4% | $146,958+62.5% | $80,856+195.3% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.86% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,678 | $3,713+79.8% | $4,933+35.4% | $2,755+142.4% |
| Participant deferral / active EE | $9,617 | $6,644+44.8% | $8,070+19.2% | $4,296+123.9% |
| Admin fee / account holder | $13,055 | $7,941+64.4% | $12,998+0.4% | $6,918+88.7% |